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SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM

Overview Fund Activity

366 hedge funds and large institutions have $2.37B invested in SPDR Portfolio S&P 1500 Composite Stock Market ETF in 2020 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 135 increasing their positions, 117 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
366
Holders Change
+63
Holders Change %
+20.79%
% of All Funds
6.49%
Holding in Top 10
46
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+24.32%
% of All Funds
0.82%
New
81
Increased
135
Reduced
117
Closed
15
Calls
$6.8M
Puts
$579K
Net Calls
+$6.22M
Net Calls Change
-$7.76M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$66.5M
2
AIM
Astor Investment Management
Illinois
$37.6M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$41M
4
LPL Financial
LPL Financial
California
$191M
5
AWM
AE Wealth Management
Kansas
$19.6M

Top Sellers

1
BSWM
Boston Standard Wealth Management
Massachusetts
$34.6M
2
BPB
Badgley, Phelps & Bell
Washington
$851K
3
BIP
Blueprint Investment Partners
North Carolina
$17.5K
4
FI
FormulaFolio Investments
Michigan
$52M
5
SA
Stewardship Advisors
Pennsylvania
$3.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
126
Creative Planning
Kansas
$2.49M +$33.1K +718 +1%
PPA
127
Parametric Portfolio Associates
Washington
$2.48M +$171K +3,710 +7%
Commonwealth Equity Services
128
Commonwealth Equity Services
Massachusetts
$2.41M +$290K +6,285 +14%
SSWM
129
Sheets Smith Wealth Management
North Carolina
$2.41M +$185K +4,004 +8%
APC
130
Aspire Private Capital
North Carolina
$2.36M +$2.36M +51,294 New
WFPG
131
Waller Financial Planning Group
Ohio
$2.34M -$1.27M -27,558 -35%
Susquehanna International Group
132
Susquehanna International Group
Pennsylvania
$2.2M +$2.2M +47,664 New
FWM
133
FSA Wealth Management
Massachusetts
$2.07M -$92.6K -2,009 -4%
VAG
134
VisionPoint Advisory Group
Texas
$2.05M -$2.54M -55,102 -55%
CFGF
135
Compass Financial Group (Florida)
Florida
$2.03M -$56K -1,324 -3%
MFA
136
McClarren Financial Advisors
Pennsylvania
$2M +$2M +43,317 New
WCM
137
Wealthcare Capital Management
Virginia
$1.95M -$92.3K -2,003 -5%
PFGIA
138
Patriot Financial Group Insurance Agency
Massachusetts
$1.91M -$149K -3,233 -7%
IWM
139
IHT Wealth Management
Illinois
$1.87M -$37.2K -808 -2%
ECA
140
Elevated Capital Advisors
Utah
$1.84M +$1.84M +39,815 New
ASN
141
Advisory Services Network
Georgia
$1.81M +$463K +10,046 +34%
DT
142
Daniels + Tansey
Delaware
$1.73M -$199K -4,284 -10%
AssetMark Inc
143
AssetMark Inc
California
$1.73M +$1.63M +35,443 +1,684%
SFP
144
Strategic Financial Planning
Texas
$1.71M +$138 +3 +0%
CWM
145
Cabot Wealth Management
Massachusetts
$1.71M +$387K +8,390 +29%
IWC
146
Integrated Wealth Concepts
Massachusetts
$1.7M +$1.39M +30,149 +452%
TCM
147
Towercrest Capital Management
Pennsylvania
$1.65M -$42.9K -930 -3%
ADL
148
Asset Dedication LLC
California
$1.63M -$139K -3,027 -8%
BCB
149
Brian C. Broderick
$1.62M – – –
SPAS
150
Spectrum Planning & Advisory Services
California
$1.58M +$1.58M +34,317 New
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6
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